Bloomberg Surveillance

- James Bullard, Former Fed Reserve President, Dean of the Mitchell E. Daniels, Jr. School of Business at Purdue University
- Henrietta Treyz, Veda Partners Director Economic Policy Research
- Dan Ives, Wedbush Senior Equity Analyst

Former St. Louis Fed President James Bullard looks ahead to the July Fed decision and Chair Powell’s news conference. Henrietta Treyz of Veda Partners weighs in on the newest Bloomberg-Morning Consult Poll and what’s next for both the Harris and Trump presidential campaigns. Dan Ives of WedBush reacts to Microsoft earnings.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 31st, 2024
Featuring:

• Tina Fordham, founder at Fordham Global Insights, on the latest news in Israel and the election in Venezuela
• Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to break down Microsoft earnings
• Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management, discusses what's driving the market rotation and if there will be a correction in the S&P ahead of the Fed's rate decision
• Nancy Cook, Bloomberg News DC reporter, on latest Bloomberg-Morning Consult Poll showing Kamala Harris gaining on Donald Trump in swing states and nationally

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Hamas says Israel killed its political leader, Ismail Haniyeh, in an airstrike on Iran’s capital, putting the Middle East even further on edge. Bloomberg's Nathan Hager and Joumanna Bercetche break down the details.

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Bloomberg Businessweek breaks down earnings from Microsoft and AMD with Senior Portfolio Manager at Synovus Trust Dan Morgan and Bloomberg Technology Co-Host Ed Ludlow.

Hosts: Carol Massar and Tim Stenovec 

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Ben Laidler & Mike Green.

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-Bob Doll, Crossmark Global Investments President/CEO/CIO
-Sen. Bill Hagerty (R-TN), Former US Ambassador to Japan
-Tiffany Wilding, PIMCO Economist
-Steven Ricchiuto, Mizuho Securities US Chief Economist

Bob Doll of Crossmark Global Investments discusses market breadth as Mag 7 earnings continue. Sen Bill Hagerty (R-TN) discusses Donald Trump’s potential second-term policy initiatives. PIMCO's Tiffany Wilding and Steven Ricchutio of Mizuho Securities discuss a possible Fed cut in September.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 30th, 2024
Featuring:

• Kathy Bostjancic, Chief Economist at Nationwide, previews this week's FOMC meetings and whether traders could see a surprise July rate cut
• Terry Haines, founder at Pangaea Policy, talks about the Kamala Harris campaign, Harris-Trump debate, and surprises between now and November
• Ed Ludlow, host of Bloomberg Technology, previews big tech earnings and discusses Tesla's autonomous driving technology
• Mike Green, Chief Strategist at Simplify Asset Management, gives his market outlook and potential for a labor market break or hard landing in the US

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Jurrien Timmer & Troy Gayeski.

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- Steve Englander, Standard Chartered Bank Global Head: G10 FX Research
- Jeannette Lowe, Strategas Director of Policy Research
- James Camp, Eagle Asset Management Managing Director Strategic Income & Fixed Income
- Zach Griffiths, CreditSights Head of US IG & Macro Strategy

Steve Englander of Standard Chartered discusses Treasury Secretary Yellen’s comments to Bloomberg on Donald Trump and the dollar, and what to expect from the BOJ this week. Jeannette Lowe of Strategas, a Baird company, breaks down Kamala Harris's search for a running mate. James Camp of Eagle Asset Management and Zach Griffiths of CreditSights discuss the data fueling September rate cut bets. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 29th, 2024
Featuring:

• Jurrien Timmer, Director: Global Macro at Fidelity Management and Research, talks about the cadence of markets and volatility amid a looming tech correction and potential Fed rate cut
• Henrietta Treyz, Managing Partner at Veda Partners, discusses the big weekend for Kamala Harris as her presidential campaign kicks into full gear
• Ayesha Kiani, COO at MNNC Group and NYU professor, reacts to the rhetoric from President Trump on Bitcoin after this weekend's events, and the general market for cryptocurrency in potential Trump or Harris administrations
• Bloomberg's John Tucker with her Newspaper Headlines

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